Event Planner

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[[Image:EventPlanner_EventDashboard.jpg|thumb|Event Planner]]
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Revision as of 10:19, 14 September 2011

Contents

Event Planner
Event Planner

Image:ImportantInfoIcon.png

This information is for beta software and is subject to change prior to release.

Event Planner, introduced in FTD Mercury X3 Fall, provides an intuitive way to create event proposals for weddings, parties, or other events. During the proposal creation process, you can add products to the proposal (from your FTD Mercury product list), track rental equipment for the event, print and/or email the proposal to customers, and even print labels to use with products for the event. Once your customer has accepted your proposal, you can quickly turn products from the proposal into tickets in FTD Mercury, which you can then track as with any other tickets. Payments are handled via house accounts; you can either use an existing house account in your FTD Mercury system or create a new one for the event.

Keep in mind that the Event Planner is a proposal creation system; once the proposal is accepted, work is done using familiar processes in FTD Mercury.

Event Planner Tasks

Event planner tasks are divided into three main areas: working with events, working with proposals, and administrative tasks.

Working with Events

Working with Proposals

Administrative Tasks

Event Planner Interface

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